FINANCIAL MANAGEMENTFINANCIAL PLANNINGFINANCIAL SERVICESWomen-Owned Business
My career with Edward Jones began in January of 2016 as a financial
advisor. Six months later I was invited by a 16 year veteran and General Partner of the firm to work from his branch and partner together to better serve his existing clients in Hermosa Beach, while building my own practice.
Nine months into the partnership I was offered to open my own branch in Hermosa. I have now opened my brand new location on Pier Avenue and am pleased to be the second office in the city of Hermosa Beach.
I began my financial services career in the 2000's as a financial advisor. I went on to attain a license to offer life insurance and long term care. Simultaneously, I earned a Bachelor's Degree in Business Management from the University of Phoenix.
I grew up in Orange County, CA and moved to the South Bay in 1990. I met my ''other half'' Dennis Naples in 1995. We live in Hermosa just 3 blocks from my office. I have attended the same church for over 20 years where I volunteer on the worship team as a vocalist. I enjoy volunteering within the community as a board member of the El Camino Scholarship and Finance Committee, Chair Person of the 1st annual Walk To End Alzheimer's, Ride for Autism, South Bay Business Women's Alliance, and through the local Chambers of Commerce.
As an Edward Jones Financial Advisor, I want to understand what is most important to you. I use an established process to build personalized strategies to assist you in reaching your goals. Investing my time with you to create this strategy up front before you invest